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Copy file name to clipboardExpand all lines: docs/dashboard/user-guide/skills-catalog.md
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@@ -34,7 +34,7 @@ To import skills please follow these steps:
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1.**Import one or more skills** - skills will be disabled; disabled skills do not contribute to the overall points and skill occurrences do not propagate to the imported skills prior to import finalization (step 3)
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2.*(Optional)***Adjust imported skills' ``Point Increment``** to match your project's point system/layout
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3.**Finalize imported skills** - user points from the original project are migrated and level achievements are calculated. After finalization, user points and achievements against the original exported skill will continue toi be propagated to the imported copy as they take place.
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3.**Finalize imported skills** - user points from the original project are migrated and level achievements are calculated. After finalization, user points and achievements against the original exported skill will continue to be propagated to the imported copy as they take place.
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Catalog Skills can be easily imported by navigating to the subject's page (``Project -> Subject``)
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and clicking the ``Import`` button on the top right. The import dialog allows users to locate, select and
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Please note that the finalization process is expensive and may take several minutes to complete.
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:::
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::: tip User Progress Filtering
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After skills are finalized, user progress tables will feature an **"Exclude Users that only earned points in imported skills"** toggle switch.
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When enabled, only users who have earned at least one point in native (non-imported) skills will be displayed in the progress tables.
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This filtering capability allows administrators to easily distinguish between users who have made progress specifically in their project's original skills versus those whose progress comes from a combination of both local and imported achievements.
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The toggle switch state is saved in the browser's local storage and will persist as you navigate between user progress tables for the overall project, subjects, skills, or badges.
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:::
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## Good To Know
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This section will cover several features and inner-workings of the Skills Catalog.
Copy file name to clipboardExpand all lines: docs/dashboard/user-guide/skills.md
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@@ -141,11 +141,30 @@ The default option for all skills is set to `Never`, so that the skill will neve
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The `Yearly` and `Monthly` options allow for the skill to be configured to expire on a recurring basis. For example, you can configure a skill so that *all* user's points and achievements earned for this skill will be removed annually on December 31st.
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The `Daily with the ability to retain` option allows for the skill to be configured to expire based on usage. This option requires the user to continue to exercise the skill after achieving it in order to avoid losing their points. Once a user achieves the skill,
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the user must perform the skill at least once within the number of days configured. After performing the skill, the "timer" will be reset and the user will once again be required to perform the skill within the configured number of days to avoid losing the points they have earned since achieving this skill.
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The `Daily with the ability to retain` option configures skills to expire based on user activity. After achieving this skill, users must continue performing it within the configured number of days to maintain their points. Each time the skill is performed, the timer resets, requiring users to repeat the skill within the specified timeframe to keep their earned points."
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### Expiration Notifications
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Skills that are configured to expire will have warnings visualized in the Skills Display, letting the user know when the skill will is set to expire.
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Additionally, you can enable email notifications to alert users when their skills are about to expire or have expired. The `Email Notifications Enabled` checkbox allows you to:
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- Send automatic email notifications to users when their skills are approaching expiration
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- Provide users with advance warning so they can take action to maintain their skill achievements
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- Ensure users stay informed about the status of their expiring skills
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When enabled, users will receive different types of email notifications based on the expiration configuration:
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For skills configured with `Monthly` or `Yearly` expiration, users receive notifications **after** their achievements have expired. These notifications inform users that their skill achievements have been removed and provide information about the next scheduled expiration date.
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For skills configured with `Daily with ability to retain`, users receive **warning notifications** before their achievements expire. These notifications:
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- Are sent when a user's achievement is approaching expiration
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- Include the number of days remaining until expiration
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- Provide a retention deadline so users can take action to maintain their achievements
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- Are only sent once per expiration cycle to avoid notification fatigue
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This differentiated approach ensures users receive timely and relevant notifications based on their skill expiration configuration.
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### Expiration History
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A history of skills that have been expired can be viewed from the `Skill Expiration History` table on the `Project` page.
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## Move Skills
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Move Skills is a feature that allows project administrators to move skills to other subjects or skill groups within the same project.
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When skills are moved, users' points are preserved for those skills and level-based achievements are
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properly re-calculted for both origination and destination subject/group.
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properly re-calculated for both origination and destination subject/group.
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::: tip
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The ability to move skills between subjects gives project administrators gives project administrators the ability to refine their training profile after the initial creation of skills.
Copy file name to clipboardExpand all lines: docs/dashboard/user-guide/users.md
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- Filter by user ID, first name, and last name using the User Filter
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- Filter by minimum and maximum user progress percentage using the User Progress filter
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-*"Exclude Users that only earned points in imported skills"* toggle switch - only shown when there are [Skill Catalog](/dashboard/user-guide/skills-catalog.html#importing-skills) imported skills.
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- Sort any column by clicking its header
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- Export table data to Excel by clicking the Export button in the top right
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::: tip
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Note that the export will respect any currently applied filters.
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:::
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##### Progress Table with Imported Skills
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If the project has imported and finalized skills from the [Skill Catalog](/dashboard/user-guide/skills-catalog.html#importing-skills), user progress tables will feature an **"Exclude Users that only earned points in imported skills"** toggle switch.
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When enabled, only users who have earned at least one point in native (non-imported) skills will be displayed in the progress tables.
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This filtering capability allows administrators to easily distinguish between users who have made progress specifically in their project's original skills versus those whose progress comes from a combination of both local and imported achievements.
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::: tip
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The toggle switch state is saved in the browser's local storage and will persist as you navigate between user progress tables for the overall project, subjects, skills, or badges.
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:::
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### Users Archive
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Users can be archived and restored in batches or individually. Archived users are excluded from project visualizations, metrics, and tables.
-**[Project Association Visibility](/training-participation/training-portfolio.html#quizzes-and-surveys-history)** - Enhanced My Quiz Attempts table and single attempt pages to display project associations with navigation back to the originating skill
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-**Try Again Functionality** - Added "Try Again" button on quiz-attempt pages when quizzes are failed and additional attempts remain available
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-**[Native Skills Filter](/dashboard/user-guide/users.html#progress-table-with-imported-skills)** - Added filter to project Users pages to display only users with points from native (non-imported) skills, with toggle option to show/hide imported points and achievements
-**Expiration Reminders** - Automated email notifications to remind users when skills with daily expiration settings are approaching expiration
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-**Expiration Notifications** - Email notifications to inform users when monthly or yearly expiration skills have passed their expiration date and achievements were removed
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-**Skill Page Navigation** - Added Previous/Next skill navigation buttons to the bottom of trainee skill pages for easier progression through training content
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-**[Global Badge Export](/dashboard/user-guide/global-badges.html#filters-sorting-and-export)** - Implemented Excel export functionality for the Global Badge users table, including all visible columns and respecting applied filters
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-**Character Limit Indicators** - Added character limit feedback for better user experience when entering plain multi-line text content
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